Asset manager research and selection (e.g. quantitative and qualitative reports)

Asset manager research and selection (e.g. quantitative and qualitative reports)

  • Investment vehicles (e.g. collective investment schemes, pooled versus segregated mandates)
  • Mandate construction and mandate reviews
  • Performance reporting (e.g. monthly, quarterly and annual reports)
  • Transition management (i.e. monitor the activities of the transition manager rather than conducting the actual transition)
  • Custodian, investment platform and investment administration reviews

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